Navigating Disability: An Accountant’s Guide to Informed Estate Planning

Tax planning for an individual with a disability is often complicated and always important.

Such planning involves navigating a range of unique considerations, including preserving eligibility for government disability assistance while addressing applicable income tax rules, in order to meet the individual’s specific needs and gaols.

Effective planning also requires collaboration among the individual, family members (who are often acting as their caregivers) and other professional advisors.

In this presentation, we will review income tax rules and tax planning strategies to consider when advising individuals with disabilities to help ensure that recommended planning is appropriate and effective.

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